# Portfolio overlap — JLPZX vs LCDS

Comparing **JPMorgan U.S. Large Cap Core Plus Fund** (2026-03-31) and **JPMorgan Fundamental Data Science Large Core ETF** (2026-03-31).

- Shared positions: 76
- JPMorgan U.S. Large Cap Core Plus Fund covered by JPMorgan Fundamental Data Science Large Core ETF: 0.6650344973133956383728685883
- JPMorgan Fundamental Data Science Large Core ETF covered by JPMorgan U.S. Large Cap Core Plus Fund: 0.6650344973133956383728685884

## JPMorgan U.S. Large Cap Core Plus Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.070915 | ✓ |
| MICROSOFT CORP | 0.047472 | ✓ |
| APPLE INC | 0.044889 | ✓ |
| AMAZON.COM INC | 0.042136 | ✓ |
| ALPHABET INC CL A | 0.036981 | ✓ |
| BROADCOM INC | 0.027607 | ✓ |
| META PLATFORMS INC CL A | 0.024681 | ✓ |
| MASTERCARD INC CL A | 0.020090 | ✓ |
| EXXON MOBIL CORP | 0.018080 | ✓ |
| JOHNSON&JOHNSON | 0.017537 | ✓ |
| LOWES COS INC | 0.016861 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.014918 | ✓ |
| NEXTERA ENERGY INC | 0.014116 | ✓ |
| ABBVIE INC | 0.014053 | ✓ |
| WELLS FARGO & CO | 0.013510 | ✓ |
| RTX CORP | 0.012964 | ✓ |
| LAM RESEARCH CORP | 0.012954 | ✓ |
| JPMorgan Prime Money Market Fund, IM Shares | 0.012896 | ✓ |
| HOWMET AEROSPACE INC | 0.011985 | ✓ |
| AMPHENOL CORPORATION CL A | 0.011309 | ✓ |
| ENTERGY CORP | 0.011241 | ✓ |
| WALT DISNEY CO/T | 0.010145 | ✓ |
| BURLINGTON STORES INC | 0.009936 |  |
| 3M CO | 0.009693 | ✓ |
| DOVER CORP | 0.009651 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.009386 | ✓ |
| UNITEDHEALTH GRP | 0.008915 | ✓ |
| CORPAY INC | 0.008905 | ✓ |
| SEMPRA ENERGY | 0.008900 |  |
| CSX CORP | 0.008587 | ✓ |
| MCDONALDS CORP | 0.008574 | ✓ |
| ECOLAB INC | 0.008191 |  |
| SOUTHERN CO | 0.008187 | ✓ |
| ALPHABET INC CL C | 0.008041 |  |
| MORGAN STANLEY | 0.007839 | ✓ |
| PEPSICO INC | 0.007787 | ✓ |
| FIFTH THIRD BANCORP | 0.007690 |  |
| WESTERN DIGITAL CORP | 0.007638 |  |
| TEXAS INSTRUMENTS INC | 0.007433 |  |
| EATON CORP PLC | 0.007400 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.007337 |  |
| AUTOZONE INC | 0.007322 | ✓ |
| EOG RESOURCES INC | 0.007306 | ✓ |
| LILLY ELI and CO | 0.007140 | ✓ |
| INTUIT INC | 0.007022 | ✓ |
| TRANSDIGM GROUP INC | 0.006884 |  |
| CHURCH & DWIGHT | 0.006803 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.006191 |  |
| AT&T INC | 0.006166 | ✓ |
| NXP SEMICONDUCTORS NV | 0.006066 | ✓ |

## JPMorgan Fundamental Data Science Large Core ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.082453 | ✓ |
| APPLE INC | 0.066562 | ✓ |
| MICROSOFT CORP | 0.057583 | ✓ |
| ALPHABET INC CL A | 0.047223 | ✓ |
| AMAZON.COM INC | 0.041004 | ✓ |
| META PLATFORMS INC CL A | 0.028272 | ✓ |
| BROADCOM INC | 0.024150 | ✓ |
| WELLS FARGO & CO | 0.023434 | ✓ |
| EXXON MOBIL CORP | 0.022923 | ✓ |
| MASTERCARD INC CL A | 0.017277 | ✓ |
| TESLA INC | 0.015467 | ✓ |
| ABBVIE INC | 0.014299 | ✓ |
| LILLY ELI and CO | 0.012734 | ✓ |
| BANK OF AMERICA CORPORATION | 0.012713 | ✓ |
| MICRON TECHNOLOGY INC | 0.012689 | ✓ |
| PHILIP MORRIS INTL INC | 0.012666 | ✓ |
| CSX CORP | 0.011775 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.011126 | ✓ |
| RTX CORP | 0.011080 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.010912 | ✓ |
| AMERICAN EXPRESS CO | 0.010867 | ✓ |
| CONOCOPHILLIPS | 0.010796 | ✓ |
| LOWES COS INC | 0.010502 | ✓ |
| NORTHROP GRUMMAN CORP | 0.010172 |  |
| HOWMET AEROSPACE INC | 0.010063 | ✓ |
| EOG RESOURCES INC | 0.010059 | ✓ |
| LAM RESEARCH CORP | 0.009815 | ✓ |
| SOUTHERN CO | 0.008648 | ✓ |
| MCDONALDS CORP | 0.008451 | ✓ |
| STRYKER CORP | 0.008142 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.008137 | ✓ |
| NEXTERA ENERGY INC | 0.008072 | ✓ |
| BERKSHIRE HATH-B | 0.007927 |  |
| THERMO FISHER SCIENTIFIC INC | 0.007852 | ✓ |
| SCHWAB CHARLES CORP | 0.007820 | ✓ |
| UNITEDHEALTH GRP | 0.007531 | ✓ |
| REGENERON PHARMACEUTICALS INC | 0.007406 | ✓ |
| MORGAN STANLEY | 0.007384 | ✓ |
| MONDELEZ INTL INC | 0.007374 |  |
| PROGRESSIVE CORP OHIO | 0.007164 | ✓ |
| CME GROUP INC CL A | 0.007109 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.007036 | ✓ |
| DEERE & CO | 0.006879 |  |
| 3M CO | 0.006816 | ✓ |
| AT&T INC | 0.006737 | ✓ |
| DOVER CORP | 0.006704 | ✓ |
| WALT DISNEY CO/T | 0.006658 | ✓ |
| ENTERGY CORP | 0.006502 | ✓ |
| MEDTRONIC PLC | 0.006490 | ✓ |
| AMPHENOL CORPORATION CL A | 0.006450 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012768` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012768/0002071691-26-012768-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012741` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1485894/000207169126012741/0002071691-26-012741-index.htm>

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